Jupiter Wealth Management’s Lockheed Martin LMT Stock Holding History

Jupiter Wealth Management’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Hold	2,500	–	–	0.51%	39
2026 Q1	$1.3M	Hold	2,500	–	–	0.51%	40
2025 Q4	$1.59M	Hold	2,500	–	–	0.71%	35
2025 Q3	$1.25M	Hold	2,500	–	–	0.59%	37
2025 Q2	$1.11M	Hold	2,500	–	–	0.56%	39
2025 Q1	$1.18M	Hold	2,500	–	–	0.72%	31
2024 Q4	$1.21M	Hold	2,500	–	–	0.61%	38
2024 Q3	$1.46M	Hold	2,500	–	–	0.75%	36
2024 Q2	$1.35M	Hold	2,500	–	–	0.72%	38
2024 Q1	$1.17M	Hold	2,500	–	–	0.62%	44
2023 Q4	$1.13M	Hold	2,500	–	–	0.67%	40
2023 Q3	$1.11M	Hold	2,500	–	–	0.72%	35
2023 Q2	$1.15M	Hold	2,500	–	–	0.99%	25
2023 Q1	$1.18M	Hold	2,500	–	–	1.09%	26
2022 Q4	$1.22M	Hold	2,500	–	–	1.18%	28
2022 Q3	$965K	Hold	2,500	–	–	0.97%	29
2022 Q2	$1.07M	Hold	2,500	–	–	0.98%	28
2022 Q1	$1.1M	Hold	2,500	–	–	0.69%	35
2021 Q4	$888K	Sell	2,500 -1,255	-33%	-$434K	0.46%	46
2021 Q3	$1.27M	Hold	3,755	–	–	0.6%	43
2021 Q2	$1.36M	Hold	3,755	–	–	0.65%	40
2021 Q1	$1.43M	Sell	3,755 -4,230	-53%	-$1.45M	0.72%	37
2020 Q4	$2.83M	Hold	7,985	–	–	1.74%	20
2020 Q3	$3.06M	Sell	7,985 -4,273	-35%	-$1.63M	2.16%	19
2020 Q2	$4.48M	Buy	12,258 +692	+6%	+$261K	2.24%	20
2020 Q1	$4.43M	Buy	11,566 +394	+4%	+$155K	2.58%	18
2019 Q4	$4.65M	Sell	11,172 -83	-0.7%	-$31.9K	2.25%	18
2019 Q3	$4.39M	Sell	11,255 -69	-0.6%	-$25.9K	2.34%	16
2019 Q2	$4.06M	Sell	11,324 -473	-4%	-$158K	2.01%	22
2019 Q1	$3.71M	Buy	+11,797	New	+$3.46M	1.79%	24

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Jupiter Wealth Management's LMT Position: Q2 2026 in Review

Jupiter Wealth Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 2,500 shares worth $1.27M. The position accounts for 0.51% of the portfolio, ranked #39.

Jupiter Wealth Management first reported a position in LMT in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.65M in Q4 2019. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Jupiter Wealth Management held 2,500 shares of Lockheed Martin worth $1.27M as of Q2 2026.
Jupiter Wealth Management left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.51% of Jupiter Wealth Management's portfolio in Q2 2026, its #39 holding.
Jupiter Wealth Management first reported a position in Lockheed Martin in Q1 2019 and has held it in 30 quarters since.
Jupiter Wealth Management's Lockheed Martin position peaked at $4.65M in Q4 2019.
2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.